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Post Oak Capital Group - Your Sugar Land and Memorial Area Financial Professionals

Post Oak Capital Group is an independently owned financial services firm serving the Sugar Land area that caters to the money management strategies and retirement planning needs of individuals at every stage of the financial journey. Our services include:

Wealth Management Strategies

Alternative Investment Strategies

Retirement Income Solutions/Planning

Estate Planning Resources & Strategies

Money Management Strategies & Cutting Edge Organizational Tools

As a Sugar Land area financial professional, our mission is simple: to guide and strengthen each client's investment portfolio using the tools and strategies that best suit his or her needs. In pursuit of this goal, we assist the client employ a comprehensive range of account types and planning methods, including international and domestic equity portfolios, mutual funds, tax-deferred annuities, new and improved "hybrid" annuities, life insurance, municipal and corporate bonds, college savings plans and alternative investments for accredited as well as non-accredited investors.

Financial Experience & Credentials

Post Oak Capital Group does not simply provide a comprehensive range of financial planning and investment management services to a diverse Houston-area client base. Every Sugar Land area retirement professional at Post Oak Capital Group has the experience necessary to deliver the service our clients expect.

With more than 50 years of combined experience in financial planning, our family-oriented financial planners stay up on the latest developments in the securities and wealth management businesses. All carry Series 7 and 63 licenses as well as Texas insurance licenses. Several have obtained additional securities licenses, including FINRA Series 24 and 53 (Keith Patterson) and FINRA Series 66 (Frank Richardson).

Superior Service

Post Oak Capital Group is committed to superior service. We consult closely with each new client to develop a thorough understanding of their unique goals and objectives. We then follow up with a comprehensive strategic vision that implements these goals and objectives.

Our consummate professionals are equally comfortable assisting with planning for a child's college education, ensuring that clients maintain the lifestyles to which they are accustomed, addressing retirement income needs and helping our clients pass on their assets to beneficiaries in a fitting, tax-efficient manner. Most importantly, we strive to deliver the highest level of service and make each client feel truly special. Our Better Business Bureau Accreditation and numerous longstanding client relationships attest to our ability to make good on our promise of superior performance.

Take Control of Your Financial Future

At Post Oak Capital Group, we succeed only when our clients succeed. As a Sugar Land fee based or traditional financial planner, our team acts in the best interests of our clients - not our bottom line.

Moreover, we offer a range of tools to improve clients' financial literacy and empower them to seize their financial future. From onsite calculators and research reports to complimentary Financial Workshops/Monthly Speakers' Bureau Dinners that provide current and prospective clients with insight into complex financial topics and access to first-rate experts, our client-facing resources are second to none.

For a no-obligation financial review with one of our experienced professionals, fill out the contact form or call us at (713) 960-6949.

Post Oak Capital Group - Meet Our Financial Professionals

Post Oak Capital Group is a Sugar Land based financial services group that provides a comprehensive range of financial services to clients throughout the Greater Houston area. We cater to clients between the ages of 45 and 85, putting equal emphasis on asset growth and sound retirement planning.

A Simple Mission

Post Oak Capital Group is a respected Sugar Land area Financial Services Firm with a simple mission: to... Learn More

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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Copyright 2019 FMG Suite.

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.